Our Vision
To be the premier privately owned holistic financial services firm in Australia.
We are a trusted team that families turn to for all their financial matters.
We know our family clients better than all other advisers, with long-term, helpful and proactive ongoing relationships.
We work together as a team across our multiple service offerings (Wealth, Lending, Accounting and Insurance), to give our clients confidence and freedom to spend time on the important things.
We call this Clarity, Certainty and Control.
Most of our clients introduce their friends and family to us for financial services. Who do you know that can benefit from the services of McQueen?
MCQUEEN TIMELINE
~ Celebrating 30 years ~
OUR SERVICES
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It goes without saying that we can access great rates and great lending products to meet your needs.
Our point of difference is ensuring your debt is structured with the future in mind; we will consider your existing financial strategy and tax effectiveness of your debt to ensure the most efficient outcomes for your needs.
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Do you want to see if you can meet your financial targets?
We will create a personalised financial model that graphically illustrates your financial pathway.
This long-term visualisation will assist in decision making by demonstrating the impact of each financial decision you make.
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Illness, injury or other constricting factors posing threat to your wage and dependant lifestyle choices can be mitigated through income protection. Our team is here to escort you through servicing income insurance, ultimately maximising your ability to maintain financial independence, pay off a mortgage or even support your family.
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In this age of information, there are almost infinite avenues available when it comes to investment.
How do you cut through all the noise to construct the most appropriate portfolio of assets to meet your needs?
Our experienced team has access to world leading research and fund managers that we can utilise to create the best investment solutions for you.
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How many times have you ever executed something perfectly the first time you attempted it? We have planned and executed countless retirements and know exactly how to give you confidence in taking that enormous step in life. Superannuation is a tax vehicle that is very useful in planning for retirement, but what is the best way to navigate through the ever-changing landscape of super? How should you administer your funds (industry, retail, self-managed)?
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This is a large part of your Plan B.
While it is not a fun topic to discuss, having a Plan B is a critical foundation to your financial success.
We will walk you through the process of identifying your Estate Planning needs; Wills, Power of Attorney, Letter of Wishes, buy-sell agreements etc., help you to decide who best to nominate for these trusted roles and appoint an appropriate law firm to ensure your needs are met.
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The discussion of aged care can be a sensitive and complicated topic for families. Our specialised and experienced team understand the intricacies of the aged care system and are here to guide you through navigating the options.
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Having a good Accounting team is so much more than completing a tax return and having your compliance documents lodged on time. Whilst we do those things with great skill, we also offer advice on your structuring (trusts, SMSF, company etc.), Chief Financial Officer services to businesses, strategic business planning, management reporting and bookkeeping.
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Business, Car, Home, Boat insurance; too busy to ensure you are getting the best deal and reading the fine print to ensure you are receiving quality cover?
Speak with our General Insurance Team to ensure you have quality, cost-effective policies in place.
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The cornerstone of your Plan B. What happens if something unexpected happens to you or a family member? How will you continue to live the life you planned to live? Will lack of money stand in your way?
We have a specialist team experienced in understanding your personal needs and putting together the most appropriate insurance strategy to meet your needs and budget. There are many things that can stop you from living the life you want to lead; we ensure that when a crisis occurs, you are well- funded so you can focus on what is most important.
Have You Heard Of McQueen Connect?
Your Financial World In Your Pocket
Download Our App Today!
No two clients are alike.
We are here as the Conductor to guide your personal Orchestra to play great music.
We’ve developed a simple philosophy to help you protect, manage and grow your wealth.
We call it Clarity, Certainty & Control.
INSIGHTS & PERSPECTIVES
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Monthly Market Insight November 2024 - What Could Possibly Go Wrong?
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Monthly Market Insight October 2024 - Signs of Life in China
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OSFC Cardinals Win VAFA Grand Final
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Monthly Market Insight September 2024 - The Greatest Show On Earth
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McQueen Attends OSFC Hall Of Fame Evening
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Monthly Market Insight August 2024 - Bumps In The Road
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Caitlin Parker Wins Olympic Bronze - August 2024
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Monthly Market Insight - August 2024
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McQueen Team Attend OSFC BCNA Luncheon
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McQueen Team Annual Retreat 2024
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Charlie Schilling Celebrates 3-Year McQueen Anniversary
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Monthly Market Insight - Still On Track - July 2024
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McQueen Hosts OSFC Corporate Partners Function - 20 June 2024
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Monthly Market Insight - More Power! - June 2024
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Market Insight - The Rise Of Private Debt - May 2024
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Sarah Astorino Celebrates A Decade With McQueen
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McQueen Team Attend OSFC President's Luncheon
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Makayla Beric & Kris Chapman Celebrate McQueen Anniversary
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Special Update: Your Guide - Preparing For End Of Financial Year
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McQueen Welcomes CMCC For "Financial Tips & Tricks" Seminar
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Special Update: 2024 Federal Budget
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Our Dealer Group, Count, Awarded 2024 Dealer Group of the Year
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Achieving Goals - With Client Garry Bold
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McQueen Team Attend OSFC Season Launch Breakfast & Announce Sponsorship Extension
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Monthly Market Insight - March 2024
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Aged Care - Did You Know- RAD'S (Refundable Accommodation Deposits)
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McQueen Celebrates International Women's Day 2024
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McQueen Team Off-Site Strategy Day 23 February 2024
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McQueen Presents at 2024 National Count Conference
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Wedding Bells for Head of Wealth Alex Lee!
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Monthly Market Insights - February 2024
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Monthly Market Insights - December 2023
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Monthly Market Insights - November 2023
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Monthly Market Insight - October 2023
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Monthly Market Insights - September 2023
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Monthly Market Insights - August 2023
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Monthly Market Insights - July 2023
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Monthly Market Insights - June 2023
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12 Days Of Christmas Tips - Day 5 Home for the Holidays: How to Navigate the Mortgage Landscape During The Festive Season
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12 Days Of Christmas Tips - Day 7 Santa's Financial Workshop: Nurturing Money Management Skills in Kids During the Festive Season
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12 Days Of Christmas Tips - Day 4 - The Cost of Christmas Debt: Navigating Festive Spending for a Debt-Free New Year
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12 Days Of Christmas Tips - Day 2 Unlocking the Festive Magic: Exploring the Santa Rally Phenomenon in the Australian Stock Market
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12 Days Of Christmas Tips - Day 1 Navigating the Festive Maze: Understanding Fringe Benefits Tax during Christmas
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12 Days Of Christmas Tips - Day 3 Aged Care - Have You Reviewed The Fees You Are Paying?
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Team EOFY Celebration - July 2023
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Monthly Market Insights - December 2022
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Alex Lee Chairs MDRT Australia Annual Coaching Event
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Prue Smith Finalist in Women In Finance Awards 2023
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Monthly Market Insights - November 2022
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Monthly Market Insights - October 2022
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Monthly Market Insight - April 2024
Awarded Great Place To Work 2023
Proud Corporate Sponsor
Camberwell Magpies Cricket Club
Geoff Ogilvy Foundation
Old Scotch Football Club